Tags » Investment Services

Are performance-based fees better for investors? New disclosure rules have firms experimenting

As new disclosure rules give Canadian investors a clearer picture of how much they pay in fees, some financial services firms have begun experimenting with alternative arrangements in which their paydays are more closely linked to how well — or poorly — their clients’ investments have performed. 1,007 more words


Canadian REITs are at risk to falling prices under a Trump Administration, analysts say

Canadian utility, telecom and REIT stocks are all vulnerable to price dips now that Donald Trump has been elected president of the U.S., a new report from RBC Capital Markets says. 636 more words


Echelon Wealth Partners names David Anderson as head of investment banking

David Anderson, a veteran investment banker, is the new head of investment banking at Echelon Wealth Partners Inc.

In his long career Anderson has worked at a number of independent firms and was most recently vice-chair of Dundee Securities where he spent the past 18 years. 222 more words

FP Street

Every company needs a money manager and so might every wealthy investor

Managing an investment portfolio was relatively easy in the 1980s and 1990s, but there has been a significant increase in complexity over the past decade. The investment climate and markets is more volatile and demanding, and today’s low interest rate and returns don’t look like they are going to change anytime soon. 572 more words

Financial Post Magazine

Echelon Wealth Partners makes big moves with the goal of becoming first among independents

Echelon Wealth Partners, an independent retail brokerage, rolled out the welcome mat this week for a pair of managers who bring with them about $200 million in client assets under management. 500 more words

FP Street

Active or passive investing? Try a hybrid approach when it comes to your portfolio

Investors have long debated whether to opt for cheaper exchange-traded funds, which track a broader index, or to stick with active funds, which have higher fees but are overseen by a manager who can make changes depending on market conditions. 739 more words


TD could inject $1.5 billion into Scottrade bid without compromising regulatory capital ratios: CIBC

Toronto-Dominion Bank could afford to inject about $1.5 billion into a bid by minority-owned TD Ameritrade for rival U.S. discount brokerage Scottrade Financial Services Inc., while still maintaining an adequate regulatory capital cushion, according to analysts at CIBC Capital Markets. 240 more words

FP Street